Tools & Dashboards · Forthcoming Q3 2026
Term Sheet Comparison Dashboard
A 2–4 column comparison surface for competing term sheets. Each column shows one lender; rows show rate, term, IO, amortization, recourse, prepay, reserves, covenants. Variances are flagged automatically. Pairs with the Term Sheet Comparison skill.
A. Best for
- Sponsors negotiating debt
- Mortgage brokers
- Acquisitions teams
- Credit teams cross-checking offers
B. What it tracks
- Side-by-side terms across 2–4 competing quotes
- Auto-flagged variances between lenders
- Cost-of-funds calculation per quote (including reserves and fees)
- Total proceeds vs. required at base / stress
- Recourse and prepay variance highlights
- Recommendation column with reasoning
C. Inputs & outputs
Inputs you provide
- 2–4 raw term sheets (PDF or DOCX)
- Deal-level proceeds target
- Sponsor preferences (recourse tolerance, etc.)
Output formats
- Visual HTML dashboard
- XLSX matrix
- DOCX selection memo
- PDF for committee
D. Pair with your AI CRE team
The dashboard is the surface; the agents and skills are what fill it. Add these to your stack in the Company Builder.
Agents (3)
- Legal Reviewer
- Data Analyst
- Credit Analyst
Skills (1)
- Term Sheet Comparison
Data products (2)
- Term Sheet Reader
- Lender Edition Registry
- Model-agnostic. Use with Claude, ChatGPT, Gemini, or any reasoning model that fills the data source.
- No platform lock-in. HTML and React-ready versions ship as portable files — embed in Notion, internal portals, or static hosting.
- Human review required. The dashboard surfaces outputs the team has produced; the team produces — you review before any output leaves the firm.
- One-time purchase. No subscription. Versioned updates ship as patches; major rewrites are separate SKUs.
Add to your stack
Bundle with the agents that fill it.
A dashboard without the team that fills it is a static template. Open the Company Builder, add the Legal Reviewer agent, the Term Sheet Comparison skill, and this dashboard — three SKUs, one workflow.